Watch
Thinking Beyond Immediate Returns: Risk-Minded Investing for the Long Term

An AlphaSimplex Group client portfolio manager discusses why he believes it is better to focus on long-term investment risks rather than short-term returns.

Watch
Recession Watch

A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.

Behavioral Bias: On Penalty Kicks and Investing

What might the summer’s World Cup excitement tell us about investment strategy and portfolio construction?

Strategies for Protecting Portfolios from Market Volatility

Low/minimum volatility strategies are designed to perform over the long term, protecting portfolios from unexpected downturn.

Watch
Finding Value in the Global Credit Cycle

Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.

Protecting Portfolios: An Active Management Approach to Markets

An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.

Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

Risky Business: Do Higher-Risk Equities Deliver Higher Returns?

A data-driven look at how low-risk strategies have the potential to provide high returns in equity portfolios.

Financial Professional Survey: Advice from Both Sides of the Brain

How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.

How to Talk to Clients about Risk and Return

Talking to clients about how they view investment risk is a critical step in developing a financial plan with a target return.

Triple Threat: First Quarter Risks for Institutional Investors

Despite facing a triple threat, institutional investors weren’t surprised by geopolitical, interest rate, and volatility risks.

US Asset Allocation Trends – Winter 2018

Equity returns hit new highs in 2017, but which model portfolios had the best performance?

Advantages of High Active Share Strategies

Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.

Watch
Alpha Thesis of Loomis Growth Equity

Aziz Hamzaogullari, Head of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.

Watch
Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.

Three Areas Clients Need Professional Financial Help With

Taxes, risk, and estate planning may be three of the most overlooked areas where clients need professional financial help.

Asset Allocator’s Guide to Equity Beta-Reducing Strategies

Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.

Going Active: A Dynamic Approach to Smart Beta

How selecting smart beta strategies with active oversight and implementation in volatile markets may help manage risk.

Mind the Gap: The Hidden Risks of Smart Beta Indexing

Uncovering the potential for manager risk in smart beta indexing approaches.

Cruise Control or Four-Wheel Drive: Comparing Different Kinds of Smart Beta

A look at the potential benefits and risks of a range of factor-based investing strategies.

Plan to Offset Equity Volatility

Managed futures strategies may provide complementary performance to equity allocations, which can enhance portfolio diversification.

5 Things to Consider When Evaluating Alternative Investments

Alternative investments have the potential to enhance diversification, hedge volatility, and augment returns, though beware of the risks.

Watch
The Risk Management Challenge: Investors in Search of Clarity

Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.

Driven to Create a Smoother Ride: Active ETFs

Active ETF strategies have an increased ability to navigate potentially volatile markets.

Actively Managed ETFs: The Evolution of Exchange-Traded Funds

The landscape of ETFs has changed dramatically. Explore the innovative role actively managed ETFs now play.